iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
7 hedge funds and large institutions have $7.38M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
2,175% more call options, than puts
Call options by funds: $91K | Put options by funds: $4K
250% more funds holding
Funds holding: 2 → 7 (+5)
18% less capital invested
Capital invested by funds: $9.04M → $7.38M (-$1.66M)
35.05% less ownership
Funds ownership: 91.84% → 56.79% (-35%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WrapManager Inc
Mill Valley,
California
|
+$664K |
| 2 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
+$331K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$200K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$49.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.99M |
| 2 |
Jane Street
New York
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $4.68M | -$2.99M | -120,000 | -40% |
|
|
2
Jane Street
New York
| $1.4M | -$336K | -13,473 | -20% |
|
|
WI
3
WrapManager Inc
Mill Valley,
California
| $692K | +$664K | +26,626 | New |
|
|
SPWM
4
Straight Path Wealth Management
Jenison,
Michigan
| $345K | +$331K | +13,272 | New |
|
|
RJA
5
Raymond James & Associates
St Petersburg,
Florida
| $209K | +$200K | +8,033 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $52K | +$49.9K | +2,000 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $3.82K | +$3.67K | +147 | New |
|
IBHJ Hedge Fund Activity: Q4 2023 in Review
7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q4 2023, worth a combined $7.38M — down 18% from $9.04M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHJ positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was WrapManager Inc, opening a new position worth an estimated $664K. The largest seller was BlackRock, cutting an estimated $2.99M.
- 7 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q4 2023, up from 2 in Q3 2023.
- Funds reported $7.38M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q4 2023, down 18% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q4 2023 was WrapManager Inc, an estimated $664K added.
- The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q4 2023 was BlackRock, an estimated $2.99M sold.
Based on aggregated 13F filings for Q4 2023.